3 Investment Themes for Latin America

Latin America is often overlooked by emerging markets investors, but there is more to the region than commodities, these managers say 

Holly Black 29 July, 2021 | 9:19AM
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Latin America is often overlooked by emerging markets investors, with growth-oriented Asia taking much of the spotlight. Latin American countries have had their share of challenges over recent years, with economic and political turmoil, currency crises, and growth often tightly linked to commodity exports. But with demand for commodities on the increase, and increasingly wealthy populations in the region, is now Latam’s time to shine?

Pablo Riveroll, manager of the Silver-rated Schroder ISF Latin America fund, says: “Simply put, Latam is value and Asia is growth. But one of the less understood things about Latin America is that the new economy is booming and lots of extremely attractive and fast-growing companies are being created. There is more to Latam than commodities.”

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Holly Black  is Senior Editor, Morningstar.co.uk

 

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